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Financial ADVSR advisor directory · SEC adviser records

Beacon Financial Group financial advisors in Dallas, TX

Every SEC-registered investment adviser representative at a Beacon Financial Group office in Dallas, A to Z.

6 registered advisors work at Beacon Financial Group in Dallas, out of 7 at the firm nationwide; it ranks number 90 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.

Beacon Financial Group advisors in Dallas, A to Z

Every Beacon Financial Group advisor →

Beacon Financial Group advisors in every city and state →Beacon Financial Group: assets, clients and custodians →Advisor Moves: who changed firms this week →

Beacon Financial Group advisors in other cities

Austin, TX 1

Other firms in Dallas

All Dallas advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 233J.P. Morgan Securities LLC 228Morgan Stanley 226UBS Financial Services Inc. 137Goldman Sachs Wealth Services, L.P. 94Cetera Investment Advisers LLC 85Wells Fargo Clearing Services, LLC 83Rockefeller Financial LLC 78LPL Financial LLC 73Hilltop Securities Inc. 70Momentum Independent Network Inc. 69Strategic Advisers LLC 68

Questions

How many financial advisors does Beacon Financial Group have in Dallas?

6 investment adviser representatives are registered at Beacon Financial Group offices in Dallas, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

Is Beacon Financial Group one of the largest advisor employers in Dallas?

Beacon Financial Group ranks number 90 in Dallas by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 233.

How do I check a Beacon Financial Group advisor in Dallas?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Beacon Financial Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.